COO explains why comprehensive software is required to navigate clients’ increasingly complex lives
Financial advice is a “noble profession” that requires the best software in order for clients to meet their financial goals.
That’s the view of Anthony Stich, COO, NaviPlan by InvestCloud, whose firm services hundreds of thousands of advisors across the globe. Central to this partnership is a mutual recognition that the job is more than just clocking in at 9am each day; it’s a deeper calling. NaviPlan, therefore, sees its job as aiding professionals in their quest to help clients navigate their way through their financial life.
He said: “These advisors understand the critical importance of good financial planning software – and even more so, the concept around cash flow-based software.
